See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,571 | $138,044-61.2% | $125,339-57.3% | $134,475-60.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.15% | 750.33%-761.5pp | 572.05%-583.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $4,639 | $5,243-11.5% | $4,814-3.6% | $4,740-2.1% |
| Participant deferral / active EE | $5,637 | $7,799-27.7% | $7,446-24.3% | $6,400-11.9% |
| Admin fee / account holder | $5,558 | $11,571-52.0% | $10,010-44.5% | $11,426-51.4% |